Face to face meetings between IFP members and the board about a proposed merger with the CISI begin taking place from Monday.
Those wanting to find out more about what the amalgamation will mean for them and the future of their organisation can participate in a question and answer session with board members.

They will take place in London on Monday and Birmingham on Thursday, followed by Glasgow on 27 August and Bristol on 1 September. Pre-registration is required.

All 'face to face' meetings are subject to a minimum number of attendees. If that minimum number is not met, alternative arrangements will be made for members to speak to the board.

A series of webinars began yesterday. These are all part of the consultation process, taking place up until 3 September, which will then contribute to board members’ discussion when they meet to make a final decision on whether to press ahead with the agreement or not.

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Meeting locations and times:

Two meetings will take place on each of these days giving members the options of choosing either a morning or afternoon time.

Morning meeting

9.30am - 10am Registration/refreshments
10am – 11am Meeting

Afternoon meeting

Midday to 12.30pm - Registration/refreshments
12.30pm to 1.30pm - Meeting

Monday 17 August:

Morningstar's Offices,
1 Oliver’s Yard
55-71 City Road
London

Thursday 20 August

Birmingham (venue not yet confirmed but will be near NEC)

Thursday 27 August

Glasgow (venue not yet confirmed but will be central)

Tuesday 1 September

Bristol IFP Offices
1 Redcliff Street
Bristol BS1 6NP

Webinars: The IFP has set up six webinars lasting for up to 1 hour, each with a maximum of 100 participants.

The webinars take place on:

• Thursday 13 August 2pm
• Wednesday 19 August 2pm
• Friday 21 August 10am
• Monday 24 August 2pm
• Wednesday 26 August 2pm
• Wednesday 2 September 2pm

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As these webinars are for IFP members only, member ID checks will take place and any non-members requests to join the webinars will be denied.

IFP president Rebecca Taylor FIFP, CFP^CM, said: “The IFP is an amazing organisation and community, and one that I am so proud to be part of. I realise that change is never easy, but evolution is essential to stay strong and progress. Following a recent and lengthy strategic review by the IFP Board, we consider that IFP would be an even more powerful influence on consumer outcomes as a result of joining with CISI.

“We see this proposed merger as a win-win for practitioners and consumers. One of our key roles has always been to help the wider public recognise, but also embrace, the difference between Financial Planning, Financial Advice and Wealth Management. Crucially, for IFP, is the development of the understanding and wider promotion of a real Financial Planning service for existing clients and for consumers more broadly.

“Whether or not this merger proceeds will depend on the feedback we receive from our members. We are embarking on a busy four-week consultation which will involve webinars, face-to-face meetings and phone calls with members. Our priority is to ensure they have the opportunity to consider fully the proposals and have their say in what we believe could be a significant and positive development.”

Anyone who would like to set up a 1-1 phone call with a member of the IFP Board can email This email address is being protected from spambots. You need JavaScript enabled to view it. to make an appointment.
For any other queries or to provide your feedback email This email address is being protected from spambots. You need JavaScript enabled to view it.